TRACK RECORD

Our Portfolio

The following represents the principal's active real estate portfolio — demonstrating operational

experience, capital stewardship, and investment discipline.

10

Total Real Assets

284

Total Units / Beds

$24.4M

Total Acq. Value

$30.6M

Est. Portfolio Value

Primary Focus — ALF Section
Primary Focus

Assisted Living Facilities

Braybrook Residence

Hudson, FL

Stabilized
Licensed Beds 27
Acquisition Price $2,400,000
Yr. Acquired 2024
Market Value $3,000,000

Fairway Chalet Residence

Tarpon Springs, FL

Lease-Up
Licensed Beds 14
Acquisition Price $1,500,000
Yr. Acquired 2024
Market Value $1,500,000

Additional ALF acquisitions in pipeline — updated as deals close

Sponsor Experience – Multifamily Portfolio

Multifamily & Residential Portfolio

The following represents the principal's operating portfolio — demonstrating capital deployment, asset management, and operational experience across multiple markets.

Royal Cove
Royal Cove
Fort Thomas, KY
Stabilized
Units
96
Acquisition Price
$9,500,000
Year Acquired
2023
Market Value
$11,500,000
Northbrook at Rheem
Northbrook at Rheem
St. Louis, MO
Stabilized
Units
61
Acquisition Price
$5,200,000
Year Acquired
2025
Market Value
$6,000,000
Graceland Apartments
Graceland Apartments
Cincinnati, OH
Stabilized
Units
22
Acquisition Price
$1,350,000
Year Acquired
2024
Market Value
$2,200,000
Morrison Ave Apartments
Morrison Ave Apartments
Cincinnati, OH
Stabilized
Units
20
Acquisition Price
$1,800,000
Year Acquired
2022
Market Value
$2,500,000
Drew Park Villas
Drew Park Villas
Tampa, FL
Stabilized
Units
14
Acquisition Price
$1,125,000
Year Acquired
2022
Market Value
$1,700,000
Juniper Ridge Apartments
Juniper Ridge Apartments
Cincinnati, OH
Stabilized
Units
11
Acquisition Price
$585,000
Year Acquired
2022
Market Value
$800,000
Chesterfield Court Apartments
Chesterfield Court Apartments
Cincinnati, OH
Stabilized
Units
11
Acquisition Price
$636,000
Year Acquired
2022
Market Value
$845,000
Reading Windsor
Reading Windsor
Cincinnati, OH
Stabilized
Units
8
Acquisition Price
$315,000
Year Acquired
2022
Market Value
$600,000
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